Covenant Wealth Advisors

Overview

Covenant Wealth Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2019. The firm is owned by an individual and positions itself as a capital allocator for both individual and family clients as well as select institutional relationships. Its service mix centers on financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and what it describes as pension consulting services. Covenant charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements, and it reports that it does not pursue ESG investing as an active strategy. The firm was named to FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices